Latest Kingsview Wealth Management, LLC Stock Portfolio

Kingsview Wealth Management, LLC Performance:

2025 Q4: -4.54%YTD: 4.14%2024: 10.26%

Performance for 2025 Q4 is -4.54%, and YTD is 4.14%, and 2024 is 10.26%.

About Kingsview Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Kingsview Wealth Management, LLC is a hedge fund based in Grants Pass, OR. On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kingsview Wealth Management, LLC reported an equity portfolio of $6.9 Billions as of 31 Dec, 2025.

The top stock holdings of Kingsview Wealth Management, LLC are BIBL, AAPL, NVDA. The fund has invested 3.1% of it's portfolio in NORTHERN LTS FD TR IV and 2.8% of portfolio in APPLE INC.

The fund managers got completely rid off INTERPUBLIC GROUP COS INC (IPG), VANECK ETF TRUST (AFK) and ISHARES INC (ACWV) stocks. They significantly reduced their stock positions in KRANESHARES TRUST (BNDD), MOLSON COORS BEVERAGE CO (TAP) and DIMENSIONAL ETF TRUST (DFAC). Kingsview Wealth Management, LLC opened new stock positions in INGREDION INC (INGR), LAMB WESTON HLDGS INC (LW) and OSHKOSH CORP (OSK). The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN SACHS ETF TR (GBUY), ISHARES TR (AAXJ) and INVESCO EXCHANGE TRADED FD T (CSD).

Kingsview Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Kingsview Wealth Management, LLC made a return of -4.54% in the last quarter. In trailing 12 months, it's portfolio return was 4.14%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ingredion inc	8,123,380
lamb weston hldgs inc	7,567,070
oshkosh corp	7,431,870
sprott fds tr	6,630,730
vaneck etf trust	6,573,190
tidal trust ii	6,437,310
sprott fds tr	6,404,100
columbia etf tr ii	6,294,370

New stocks bought by Kingsview Wealth Management, LLC

Additions

Ticker	% Inc.
goldman sachs etf tr	3,261
ishares tr	2,971
invesco exchange traded fd t	2,793
amplify etf tr	2,720
nike inc	2,559
ishares tr	2,023
vaneck etf trust	1,992
capital one finl corp	1,872

Additions to existing portfolio by Kingsview Wealth Management, LLC

Reductions

Ticker	% Reduced
dollar gen corp new	-89.46
international business machs	-82.25
accenture plc ireland	-74.83
adobe inc	-74.68
ishares tr	-74.14
schwab strategic tr	-73.95
ishares tr	-73.44
spdr series trust	-65.96

Kingsview Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Kingsview Wealth Management, LLC

Sector Distribution

Kingsview Wealth Management, LLC has about 61% of it's holdings in Others sector.

Sector	%
Others	61
Technology	11.7
Consumer Cyclical	5.1
Financial Services	5
Industrials	4
Healthcare	3.6
Consumer Defensive	3.2
Communication Services	2.9
Energy	1.8

Market Cap. Distribution

Kingsview Wealth Management, LLC has about 35.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	61
MEGA-CAP	19.4
LARGE-CAP	16.5
MID-CAP	2.5

Stocks belong to which Index?

About 36% of the stocks held by Kingsview Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64
S&P 500	34.6
RUSSELL 2000	1.4

Top 5 Winners (%)		%
MU	micron technology inc	68.5 %
APYX	apyx medical corporation	62.8 %
SIVR	abrdn silver etf trust	49.8 %
PSLV	sprott asset management lp	48.5 %
SLV	ishares silver tr	47.3 %

Top 5 Winners ($)		$
LLY	eli lilly & co	24.0 M
AAPL	apple inc	10.9 M
GOOG	alphabet inc	10.6 M
GOOG	alphabet inc	6.3 M
PSLV	sprott asset management lp	5.0 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.5 %
NOW	servicenow inc	-74.9 %
FMC	fmc corp	-58.1 %
MSTR	strategy inc	-52.2 %
AMSC	american superconductor corp	-49.0 %

Top 5 Losers ($)		$
NFLX	netflix inc	-310.7 M
XLB	select sector spdr tr	-37.8 M
XLB	select sector spdr tr	-37.4 M
XLB	select sector spdr tr	-22.8 M
ORCL	oracle corp	-21.4 M

Kingsview Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Kingsview Wealth Management, LLC

Kingsview Wealth Management, LLC has 1225 stocks in it's portfolio. About 21.7% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Kingsview Wealth Management, LLC last quarter.

Last Reported on: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.80	715,940	194,635,000	added	30.45

AAXJ	ishares tr	0.30	222,473	21,183,800	added	5.58

AAXJ	ishares tr	0.23	252,479	15,691,600	reduced	-6.03

AAXJ	ishares tr	0.22	317,384	15,216,000	reduced	-9.71

AAXJ	ishares tr	0.22	156,586	15,079,200	added	5.11

AAXJ	ishares tr	0.10	65,183	6,981,740	added	37.02

AAXJ	ishares tr	0.10	42,109	6,640,670	added	2,971

AAXJ	ishares tr	0.06	79,976	4,309,130	added	1.75

AAXJ	ishares tr	0.04	43,173	3,083,010	reduced	-65.87

AAXJ	ishares tr	0.04	32,339	2,607,510	added	13.43

AAXJ	ishares tr	0.04	30,299	2,419,080	added	3.79

AAXJ	ishares tr	0.03	58,321	2,300,770	reduced	-73.44

AAXJ	ishares tr	0.03	24,592	1,906,620	reduced	-74.14

ABBV	abbvie inc	0.24	71,830	16,412,500	added	1.24

ABT	abbott labs	0.15	82,361	10,319,000	added	1.06

ACES	alps etf tr	0.07	101,524	4,773,660	reduced	-18.53

ACM	aecom	0.03	21,582	2,057,430	new

ACN	accenture plc ireland	0.04	9,047	2,427,280	reduced	-74.83

ACSI	tidal trust i	0.07	110,215	4,765,680	added	80.18

ACT	advisorshares tr	0.09	1,266,010	5,975,560	new